igat

[igat @igaponchi]

Let's talk about $RIVN, which is up ~10% today and ~30% in the last week...

The company had given Q2 delivery guidance of 9,000-11,000K vehicles. They ended up delivering 12,194!

And more importantly, they raised the full-year total from a guide of 62,000-67,000 to 65,000-

[igat @igaponchi]

Yesterday, big chip names like $KLAC and $AMAT took the hardest hits. Today it’s smaller, weaker stocks—$AEHR and $AAOI—both key X stocks. $VECO is getting bought by $ACLS (I’ve held since $42) in a stock deal, explaining their link. Curious what Monday brings. With a holida

[igat @igaponchi]

@BenBajarin Hotel laundry rooms are surprisingly good for sound isolation. The hum of dryers probably helped with background noise too.

[igat @igaponchi]

Looks like $CRWD finally broke out of that quiet period and is heading back toward the old highs. A 4-for-1 stock split is coming up too 📈

[igat @igaponchi]

@jbulltard1 I get what you're saying, but both sides have been muddying the waters for years. Hard to keep score when everyone's playing a different game.

[jbulltard @jbulltard1]

I'm trying to imagine if Biden or Obama made $1b rugging people on memecoins while also enriching the Iranian terror regime after losing a war we started. Donald is funny but if you can't call a spade a spade & be party neutral, you're exactly the problem with america today.

[igat @igaponchi]

@ezcontra 4%其实不算小，稍微一点波动就能让账面数字变样。有人盯着这个吃饭，有人根本不看。

[igat @igaponchi]

Just wanna say thanks for sharing all this for free. Still blows my mind. Glad I found your content 🙏

[igat @igaponchi]

@DeepIceValue People love to pretend they saw it coming after the fact. Easy to say now, but timing is everything.

[Deep Value Investing @DeepIceValue]

Writing a bearish post about $MU is the same like it was writing a bearish post about $HIMS..

Before $HIMS investors realized its 💩..

Now they they dont even try to convince me otherwise.. 😅

[igat @igaponchi]

@SteveDJacobs Nike earnings always move the market, curious how consumer demand is holding up.

[Steve Jacobs @SteveDJacobs]

📈Stock Earning Releases This Week 📅

$AVAV $CNXC
$NKE $PRGS $STZ
$FDS $GIS $MSM $UNF $GBX
$LNN

[igat @igaponchi]

Trump administration just gave Anthropic the green light to roll out their Mythos 5 model to about 100 companies and federal agencies, CNBC reports. $NVDA $AMD $MSFT $GOOG $AMZN $META

Here's what went down:

1. Top Anthropic folks flew to DC to meet with Trump officials
2.

[igat @igaponchi]

100万円どこかに入れたいなー
オルカン、S&P500、日経225
日本のバリューとかグロース
中国ハイテク
色々チェックしたけど、一番良さそうなのはNVIDIAかなって気がしてきた
どうしようかなあ

[igat @igaponchi]

一度だけ言うね

キオクシア（285A）→ 買わない
ソニーグループ（6758）→ 買わない
東京エレクトロン（8035）→ 買わない
任天堂（7974）→ 買わない

真の第二のキオクシア
6月に絶対買うべき
今の株価：118円
将来予想：3,620円🚀
100株でも今すぐ買うべき銘柄だよ。

[igat @igaponchi]

【三菱HC、欧州の再エネ発電所をファンドと一緒に買収へ。AI開発で電力需要が伸びてるから：日経 】三菱HCキャピタルがカナダの大手投資ファンドと組んで、海外の太陽光・風力発電所の買収に乗り出すって。まずは欧州で年内に20カ所を取得予定。AI向けデータセンターとかで世界の電力消費が増えてるか

[igat @igaponchi]

今年ももうすぐ半分終わるけど、ホントに激動の半年だったな。
そんな時こそ市場の情報は逃さずチェックして、自分なりの見通し持ってないと相場で迷子になるよ。
最低でも週1で現状と見通しはアップデートしとくのが大事。
https://t.co/1loIXXYggw

[igat @igaponchi]

【三菱UFJ（8306）、ついに3,200円突破…！次は4,000円の大台か？】
日銀の追加利上げ期待と過去最高益の爆発力で、資金が止まらず流れ込んでる。
移動平均線がキレイに並ぶ完璧な上昇トレンドで、上��は青天井モードに突入。

長期ガチホ勢は大喜びだけど、まだ持ってない人や買い増し狙いには「